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Clients have an option if circumstances or estate planning changes.
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Spending time on these key areas will help firms make the most out of the second half of the year.
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New survey finds 83% growth in niche area in the next two to five years.
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These tips will make the annual performance review easier—or maybe even replace it.
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Coach them about options and outcomes.
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These items are sure to bring holiday joy to the accountants on your shopping list.
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Staying in touch with your clients is more important and simpler than ever with technology.
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This case study looks at how New Mexico tackled the issue.
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New API software is designed to mine big data to help detect big fraud.
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A false sense of security can lead a client (and his or her adviser) to make mistakes.
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